OneDigital
Personal Lines Client Experience Manager - Beavercreek, OH
OneDigital, Beavercreek, Ohio, United States
Personal Lines Client Experience Manager - Hybrid (Beavercreek, OH)
Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.
Our Newest Opportunity The primary responsibility of the Client Experience Manager (CEM) position is to provide a superior level of service to clients through daily interaction by responding to needs and inquiries. The CEM helps to bridge the gap between the client, OneDigital, and the insurance company to ensure each touchpoint across the client journey is engaging, efficient, and effective. All CEM responsibilities align with OneDigital’s vision, mission, and values.
Expectations
Builds personalized client relationships and responds to client service requests.
Consults with clients to answer questions about insurance products services.
Processes transactions (e.g., policy changes, claims, and cancellations) and documents work in detail with accuracy, efficiency, and a high degree of professionalism in both client communications and the agency management system (Applied Epic).
Collaborates with internal team to maintain a flow of good communication.
Strives for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products; participates in ongoing training and professional development to enhance skills and knowledge; provides feedback to the agency on client needs and potential areas for service improvement.
Communicates effectively and professionally in both written and verbal methods.
Contributes positively in a team environment.
Uses strong time‑management and organizational skills.
Is an energetic self‑starter who is flexible, consultative, and goal‑oriented.
Qualifications & Work Experience
Prefer 4‑year college degree or 2+ years’ experience in insurance or a similar industry.
Prefer P&C insurance license or must be obtained within the first 30 days of employment and maintained throughout the course of employment.
Demonstrated and proven ability in account management and client service.
Work Skills
Demonstrates client service excellence, business acumen, and an understanding of value‑based selling.
Ability to manage multiple tasks simultaneously and work effectively under tight deadlines.
Written communication skills – concise, organized, and clear.
Analytical and computing skills – accurate and astute.
Verbal communication skills – conveys ideas persuasively, whether speaking spontaneously or in a prepared presentation.
Readily adjusts to rapid changes in technology, products, and the marketplace.
Physical Requirements
The CEM can work primarily in an office environment (in‑office or remote) and may need to travel for in‑person meetings when required. This role is either seated or standing for most of the workday at a desk or table; it is primarily sedentary.
Constantly operates a computer and other office equipment (copy machine, label machine, etc.).
Compensation & Benefits Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts. To learn more, visit:
www.onedigital.com/careers
Equal Employment Opportunity OneDigital is an equal opportunity employer. We celebrate our differences and believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel
seen, valued, respected, and supported
is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation, and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco, City of Los Angeles, County of Los Angeles. Employment decisions comply with all other applicable federal, state, and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry or ‘ban the box’ laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont, and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced
Artificial Intelligence
technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
#J-18808-Ljbffr
Our Newest Opportunity The primary responsibility of the Client Experience Manager (CEM) position is to provide a superior level of service to clients through daily interaction by responding to needs and inquiries. The CEM helps to bridge the gap between the client, OneDigital, and the insurance company to ensure each touchpoint across the client journey is engaging, efficient, and effective. All CEM responsibilities align with OneDigital’s vision, mission, and values.
Expectations
Builds personalized client relationships and responds to client service requests.
Consults with clients to answer questions about insurance products services.
Processes transactions (e.g., policy changes, claims, and cancellations) and documents work in detail with accuracy, efficiency, and a high degree of professionalism in both client communications and the agency management system (Applied Epic).
Collaborates with internal team to maintain a flow of good communication.
Strives for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products; participates in ongoing training and professional development to enhance skills and knowledge; provides feedback to the agency on client needs and potential areas for service improvement.
Communicates effectively and professionally in both written and verbal methods.
Contributes positively in a team environment.
Uses strong time‑management and organizational skills.
Is an energetic self‑starter who is flexible, consultative, and goal‑oriented.
Qualifications & Work Experience
Prefer 4‑year college degree or 2+ years’ experience in insurance or a similar industry.
Prefer P&C insurance license or must be obtained within the first 30 days of employment and maintained throughout the course of employment.
Demonstrated and proven ability in account management and client service.
Work Skills
Demonstrates client service excellence, business acumen, and an understanding of value‑based selling.
Ability to manage multiple tasks simultaneously and work effectively under tight deadlines.
Written communication skills – concise, organized, and clear.
Analytical and computing skills – accurate and astute.
Verbal communication skills – conveys ideas persuasively, whether speaking spontaneously or in a prepared presentation.
Readily adjusts to rapid changes in technology, products, and the marketplace.
Physical Requirements
The CEM can work primarily in an office environment (in‑office or remote) and may need to travel for in‑person meetings when required. This role is either seated or standing for most of the workday at a desk or table; it is primarily sedentary.
Constantly operates a computer and other office equipment (copy machine, label machine, etc.).
Compensation & Benefits Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts. To learn more, visit:
www.onedigital.com/careers
Equal Employment Opportunity OneDigital is an equal opportunity employer. We celebrate our differences and believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel
seen, valued, respected, and supported
is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation, and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco, City of Los Angeles, County of Los Angeles. Employment decisions comply with all other applicable federal, state, and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry or ‘ban the box’ laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont, and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced
Artificial Intelligence
technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
#J-18808-Ljbffr